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Van Leeuwen & Company’s Chevron CVX Stock Holding History

Van Leeuwen & Company’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$615K Buy
3,898
+97
+3% +$14.6K 0.31% 64
2023
Q4 		$567K Buy
3,801
+63
+2% +$9.53K 0.33% 65
2023
Q3 		$630K Buy
3,738
+52
+1% +$8.4K 0.39% 52
2023
Q2 		$579K Buy
3,686
+82
+2% +$13.1K 0.36% 52
2023
Q1 		$588K Buy
3,604
+56
+2% +$9.39K 0.39% 52
2022
Q4 		$637K Buy
3,548
+94
+3% +$16.4K 0.44% 47
2022
Q3 		$496K Hold
3,454
– – 0.4% 44
2022
Q2 		$500K Sell
3,454
-20
-0.6% -$3.31K 0.42% 41
2022
Q1 		$566K Sell
3,474
-2,080
-37% -$298K 0.42% 50
2021
Q4 		$652K Hold
5,554
– – 0.37% 48
2021
Q3 		$563K Hold
5,554
– – 0.35% 53
2021
Q2 		$590K Hold
5,554
– – 0.35% 54
2021
Q1 		$582K Hold
5,554
– – 0.38% 50
2020
Q4 		$469K Hold
5,554
– – 0.31% 56
2020
Q3 		$400K Hold
5,554
– – 0.31% 51
2020
Q2 		$496K Buy
5,554
+104
+2% +$9.31K 0.38% 47
2020
Q1 		$395K Sell
5,450
-13,086
-71% -$1.29M 0.38% 51
2019
Q4 		$2.23M Sell
18,536
-53
-0.3% -$6.24K 1.86% 20
2019
Q3 		$2.21M Sell
18,589
-496
-3% -$60.2K 2.08% 15
2019
Q2 		$2.38M Sell
19,085
-1,850
-9% -$224K 2.13% 14
2019
Q1 		$2.58M Sell
20,935
-639
-3% -$75.6K 2.42% 11
2018
Q4 		$2.35M Buy
21,574
+14,275
+196% +$1.65M 2.35% 13
2018
Q3 		$893K Buy
+7,299
New +$886K 0.82% 42

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Leeuwen & Company's CVX Position: Q1 2024 in Review

Van Leeuwen & Company increased its Chevron (CVX) stake by 2.6% in Q1 2024, buying an estimated $14.6K and bringing the position to 3,898 shares worth $615K. The position accounts for 0.31% of the portfolio, ranked #64.

Van Leeuwen & Company first reported a position in CVX in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.58M in Q1 2019. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Van Leeuwen & Company held 3,898 shares of Chevron worth $615K as of Q1 2024.
  • Van Leeuwen & Company bought 97 Chevron shares in Q1 2024, an estimated $14.6K.
  • Chevron made up 0.31% of Van Leeuwen & Company's portfolio in Q1 2024, its #64 holding.
  • Van Leeuwen & Company first reported a position in Chevron in Q3 2018 and has held it in 23 quarters since.
  • Van Leeuwen & Company's Chevron position peaked at $2.58M in Q1 2019.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.